K2's Technology for CPAs - Don't Get Left Behind

Overview

You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1138595. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively! In this fast-paced, update-style course, you will survey today's IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment. Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this "don't miss" opportunity to get the skills required to enhance the value of your IT investment.

Highlights

• Emerging technologies all business professionals should know • Considerations associated with upgrading to Windows 11 • Practical options for protecting your data • New features in commonly-used applications such as Excel and Adobe Acrobat DC

Objectives

• Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems • Implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook • List and apply features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms • Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals

Fees

Credits

Vendor

Fields of Study

Leader(s):

Brian Tankersley, K2 Enterprises

Leader Bios

Brian Tankersley, K2 Enterprises

Brian Tankersley, CPA, CITP, CGMA, leverages over 30 years of professional experience as a consultant for K2 Enterprises, specializing in accounting technology. A prominent figure in the industry, Tankersley is a frequent speaker at continuing education courses and contributes to multiple accounting media outlets. His nationally recognized blog on accounting and technology serves as a valuable resource for professionals, and he has been honored eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. With a wide-reaching impact, he has presented in 48 states and been a guest speaker for various accounting organizations in Canada. Tankersley’s expertise extends to major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections and Thomson Reuters Synergy User Conference.

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